facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Our Services

One size doesn’t always fit all, so we’ve designed three distinct services to try to accommodate the variety of needs and preferences of our clients. The Financial Planning and Investment Management services can be utilized separately or paired together. Comprehensive Wealth Management combines Financial Planning and Investment Management, but with a deeper level of portfolio customization, particularly around things like values-based investing or managing concentrated/employer stock.

Schedule a Free Consultation

Comprehensive Wealth Management

Financial Planning

Investment Management 

For investors who have financial complexity, prefer to delegate management of their portfolio, and have a desire for a higher degree of personalization with their investments.

We provide both financial planning and customized investment management.
For investors who have financial complexity, but prefer to manage their portfolio themselves or don’t yet have assets to invest. 

We provide financial planning, advising you on the best way to reach your goals. This includes mapping out current and future cash flows, tax analysis and planning, concentrated/employer stock strategy, and projections around larger financial events. This service does not include investment management.
For investors who don’t have financial complexity or perhaps are just getting started on their wealth journey, prefer to delegate management of their portfolio, and don’t have the need for personalization with their investments.

We provide investment management, which includes fund selection and automated rebalancing. This service does not include financial planning or ongoing advice.  
Minimum: $1,000,000
investable assets
Minimum: Not Applicable No Minimum

ASSETS UNDER MANAGEMENT

Fee

Fee

Fee

$0 - $1,000,000
1.25%
$4,800 upfront and a $400 monthly subscription. The fee is 0.50% of the assets being managed, regardless of the amount. 
$1,000,001 - $2,000,000
0.95%
$2,000,001 - $5,000,000
0.85%
$5,000,001 and Above
0.45%


Compare Services

Comprehensive Wealth Management

Financial Planning

Investment Management

Investment Planning

Identification of risk profile

Recommendation of asset allocation


Selection of investment funds


Asset allocation optimization


401k fund selection


401k rebalancing



Automated portfolio rebalancing 



Direct indexing (for eligible accounts)



Portfolio tax management



Values based proxy voting (with direct indexing)



Socially conscious investing



Customized ESG screening (with direct indexing)



Tax Planning

Analysis of prior years tax returns 


Creation of current and future year tax scenarios


Annual establishment of a "tax budget"


Charitable giving strategies


Equity Compensation Planning

Incentive Stock Options (ISOs)


Non-Qualified Stock Options (NQSOs)


Restricted Stock Units (RSUs)


Employee Stock Purchase Plans (ESPP)


10b5-1 trading plans


83b elections


Estate Planning

Periodic review of account beneficiaries


Estate plan needs assessment


Coordination with attorney or fintech provider


Guidance with implementation


Retirement Planning

Identify desired retirement timeframe and lifestyle


Retirement lifestyle scenario analysis


Social security and healthcare planning


Risk Management and Insurance Planning

Insurance needs assessment


Coordination with current or new insurance professional


Education Planning

University specific needs assessment


Implementation of education saving strategy


Recommendation for 529 plan investments


Cash Flow and Liquidity Planning

Sabbatical and gap-year planning scenario analysis


Home buying guidance and strategy


Tax reduction strategies


Proactive tax planning and tax efficiency


Client Portal and Personal Finance Dashboard

Balance sheet and net worth tracker

Budgeting and cash flow tools


 Debt management tools


Portfolio analysis 

Meeting and Communications

Annual review meeting


Mid-year review meeting

Additional meetings as needed/desired


Proactive outreach per planning needs/goals


Periodic portfolio performance report


MINIMUM INVESTABLE ASSETS

$1,000,000 N/A $0

PRICING

Starting at 1.25% of Assets Under Management
$4800 Initial Fee and $400 per month
0.50% of Assets Under Management


SCHEDULE A FREE CONSULTATION